Beaumont Financial Advisors’s iShares MSCI World ETF URTH Stock Holding History

Beaumont Financial Advisors’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$419K	Hold	2,070	–	–	0.03%	268
2026 Q1	$373K	Hold	2,070	–	–	0.03%	272
2025 Q4	$385K	Sell	2,070 -40	-2%	-$7.36K	0.03%	266
2025 Q3	$383K	Hold	2,110	–	–	0.03%	279
2025 Q2	$357K	Hold	2,110	–	–	0.03%	269
2025 Q1	$323K	Hold	2,110	–	–	0.03%	276
2024 Q4	$328K	Hold	2,110	–	–	0.02%	279
2024 Q3	$331K	Sell	2,110 -300	-12%	-$45.2K	0.03%	260
2024 Q2	$355K	Hold	2,410	–	–	0.03%	251
2024 Q1	$349K	Hold	2,410	–	–	0.03%	257
2023 Q4	$321K	Sell	2,410 -200	-8%	-$24.9K	0.03%	251
2023 Q3	$314K	Hold	2,610	–	–	0.03%	235
2023 Q2	$325K	Hold	2,610	–	–	0.03%	255
2023 Q1	$307K	Sell	2,610 -238	-8%	-$27.3K	0.03%	246
2022 Q4	$311K	Hold	2,848	–	–	0.03%	243
2022 Q3	$285K	Hold	2,848	–	–	0.03%	249
2022 Q2	$304K	Hold	2,848	–	–	0.03%	240
2022 Q1	$365K	Hold	2,848	–	–	0.03%	249
2021 Q4	$385K	Hold	2,848	–	–	0.03%	251
2021 Q3	$360K	Hold	2,848	–	–	0.03%	250
2021 Q2	$360K	Hold	2,848	–	–	0.03%	263
2021 Q1	$337K	Hold	2,848	–	–	0.03%	252
2020 Q4	$320K	Hold	2,848	–	–	0.03%	254
2020 Q3	$283K	Hold	2,848	–	–	0.03%	265
2020 Q2	$262K	Sell	2,848 -487	-15%	-$42.5K	0.03%	241
2020 Q1	$260K	Hold	3,335	–	–	0.03%	208
2019 Q4	$329K	Sell	3,335 -105	-3%	-$9.99K	0.03%	216
2019 Q3	$316K	Hold	3,440	–	–	0.03%	208
2019 Q2	$313K	Hold	3,440	–	–	0.03%	191
2019 Q1	$305K	Hold	3,440	–	–	0.03%	184
2018 Q4	$271K	Buy	+3,440	New	+$292K	0.04%	166

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Beaumont Financial Advisors's URTH Position: Q2 2026 in Review

Beaumont Financial Advisors held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 2,070 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #268.

Beaumont Financial Advisors first reported a position in URTH in Q4 2018 and has held it in 31 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Beaumont Financial Advisors held 2,070 shares of iShares MSCI World ETF worth $419K as of Q2 2026.
Beaumont Financial Advisors left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #268 holding.
Beaumont Financial Advisors first reported a position in iShares MSCI World ETF in Q4 2018 and has held it in 31 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.